Secure Horizons 401(k) Plan
Sponsored by Secure Horizons Retirement Plan Llc · EIN 933836168 · Plan #001
- Total assets
- $139M
- Net assets
- $139M
- Active participants
- 2,753
- With balances
- 1,953
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | fuzzy_auto · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $165,067 |
| Pentegra Services Inc | Contract administrator | $159,112 |
| Empower Advisorty Group Llc | Investment management | $78,292 |
| Members Benefit Corp | Trustee (directed) | $17,512 |
| Creative Planning Llc | Investment advisory (plan) | $16,634 |
| Templeton & Company Llp | Accounting | $9,195 |
| Rosebaum, Ary | Trustee (directed) | $5,421 |
| Gwn Securities, Inc | Other commissions | $0 |